How to Create a Child Screening
Jen Kuchyt
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12 steps
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40 seconds
Visittrackerweb
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How to Create a Child Screening
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From the Children Tab, select the child in the dropdown menu.
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Click "Screenings" on the left navigation.
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To add a new screening click the + button in the upper right corner.
Tip! This is the same page that will open when you add a screening from the Personal Visit Record. You can enter a screening from the visit record or by going to the child page.
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Select the screening category.
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Fill in the screening date. The next due date will default to one year out. If you click the bell icon, this will create a reminder for you.
Tip! Next Due default can be changed under Set Up by the admin.
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Check that the screening was completed. Only screenings that have been marked as completed will count for compliance.
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Select the Screening Tool.
Tip! Screening tools can be managed by the admin under Set Up.
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Select pass or concern. Entering the actual scores are optional.
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If there was no concern or no need for a Resource Connection, click "Create".
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Go back to the "Screenings" page by clicking the Screenings link on the left.
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Here you will see your completed Screening. You can click the date of the screening to view or edit the screening.
